Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Sell
2025
Q2
$1.11M Hold
2025
Q1
$905K Hold
2024
Q4
$939K Hold
2024
Q3
$807K Hold
2024
Q2
$966K Sell
2024
Q1
$1.22M Buy
2023
Q4
$1.29M Hold
2023
Q3
$947K Hold
2023
Q2
$1.04M Hold
2023
Q1
$1.05M Sell
2022
Q4
$979K Hold
2022
Q3
$622K Buy
2022
Q2
$662K Hold
2022
Q1
$927K Sell
2021
Q4
$982K Buy
2019
Q4
$1.6M Buy